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CapyParse

Bank statement PDF to CSV, Excel and QBO with OCR for scans, confidence scoring and side-by-side verification against the source

freemiumFree: USD 0 forever with no credit card, 10 free pages with no expiry, any bank with no templates, CSV, Excel and QBO export, verification against the original PDF, and the ability to buy credit packs at any time. The no-signup demo allows 6 free pages every day on documents up to 6 pages and 10 MB. Starter is USD 24 per month or USD 290 billed yearly (advertised as saving USD 58): 150 pages every month, 3 workspace members, priority over free-tier processing and email support. Firm is USD 66 per month or USD 790 billed yearly (advertised as saving USD 158): 600 pages every month, 10 workspace members, batch scan and export across statements, and priority processing and support.View full pricing →

About CapyParse

CapyParse converts PDF bank statements into clean CSV, Excel, QBO, OFX and QFX files, aimed at bookkeepers, accountants and anyone whose month-end involves retyping transactions. The demo runs without an account: drop a PDF of up to six pages and the extracted transactions appear immediately, with six free pages available every day before any signup. It handles digital statements and scanned or photographed ones through built-in OCR, and claims coverage of over a thousand banks in any statement layout and any language, on the argument that the extraction is model-driven rather than template-driven so a new bank format does not require a new template. Consolidated statements covering several accounts are split automatically. The feature that distinguishes it from a generic PDF-to-CSV converter is the verification screen: every extracted field carries a confidence score, is checked back against the source document, and is presented side by side with the original PDF page so nothing enters the books unreviewed, with a per-account summary. Exports target QuickBooks, Xero and plain spreadsheets. Data is encrypted in transit and the vendor states that only the uploading account can access it. Paid plans are metered in pages per month with workspace members and processing priority as the other axes, and credit packs can be bought on top of any tier.

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Key Features

No-signup demo with 6 free pages a day
OCR for scanned statements and phone photographs
Confidence-scored fields shown side by side with the original PDF
Automatic splitting of consolidated multi-account statements
CSV, Excel, QBO, OFX and QFX exports for QuickBooks and Xero

Tags

ocraccountingpdfdata-extractionbookkeeping
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